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15935 La Cantera Pkwy, San Antonio, TX 78256 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-18 |
Branch Locations
60 State Street, Boston, MA 02109 • United States
15935 La Cantera Pkwy, San Antonio, TX 78256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Amundi Pioneer Distributor, Inc. | Boston | MA | 07/2017 | 12/2020 |
| Amundi Distributor Us, Inc. | Boston | MA | 01/2021 | 04/2025 |
| Pioneer Funds Distributor, Inc. | Boston | MA | 11/2009 | 06/2017 |
| Victory Capital Services, Inc. | Boston | MA | 04/2025 | Present |
| Victory Capital Management Inc. | Boston | MA | 04/2025 | Present |
As of May 2019, Member of the Board of Selectman - Town of Ashland, MA, located at 101 Main Street - Ashland, MA 01721. Responsibilities include attending monthly meetings to determine policies for the town. This is not investment related. Will devote twenty hours per month toward this activity - zero hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2007-12-11 |
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